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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,410 | $239,571+38.8% | $183,328+81.3% | $137,256+142.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 12.07% | 35.69%-23.6pp | 29.67%-17.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,135 | $6,148-65.3% | $5,055-57.8% | $4,156-48.6% |
| Participant deferral / active EE | $6,406 | $7,995-19.9% | $6,795-5.7% | $6,4070% |
| Admin fee / account holder | $6,839 | $30,059-77.2% | $21,427-68.1% | $12,270-44.3% |